Tuesday, October 21, 2008

T1R Insight: Equinix Q2 preview and the interconnection name game

from Tier 1 Research daily newsletter:

>With Equinix's earnings coming out tomorrow,
T1R has leveraged our usual network of customers, observers, competitors and generally sneaky individuals to get an idea of what we should expect. From what we're hearing, the news on Wednesday should be good for Equinix – colocation demand has stayed strong throughout Q2 .....

on a personal note, I do expect a good quarter, but also that revenues from Asia Pacific and Europe, while strong, might get an impact when converted into US$ because of the exchange rate.

As readers might have noticed, I have little time for the blog at the moment, and will not be doing a Q2 preview. Things will hopefully improve soon... :-)

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